Export Controls Escalate: Strategic Metals May Face Value Reassessment! A Graphic Overview of Related Product Applications and Publicly Listed Firms in the Industry Chain

In recent years, with changes in the international competitive landscape, China has gradually tightened its control over the export of strategic minerals. Recently, the Office of the National Export Control Coordination Mechanism has deployed a special campaign to combat the smuggling and export of strategic minerals. Today, the Ministry of Commerce once again answered questions from reporters regarding the control over the export of strategic minerals, stating that it will strengthen control over the entire industrial chain.

The intensification of export controls on strategic minerals has led to a reconfiguration of the international supply-demand pattern. Institutions believe that sectors related to strategic metals may undergo a revaluation. So, what are the main types of strategic metals under export control? How is the international supply-demand pattern? And in which areas do they play a crucial role?